Robert C. Wayland, CFP® CEPA® brings over 20 years of experience in the financial services industry graduating with honors from the University of Florida in 1996 with a double major in Finance and Insurance. He has attained a Certified Financial Planner licensee and a Certified Exit Planning Advisor. His work experience includes Franklin Templeton in the home office, as a Financial Specialist at Wachovia Bank, wholesaling Retirement Distribution Strategies and to date running his own financial firm in the Clearwater area.
Believing in a consultative planning strategy, Rob focuses on bringing vision to individuals’ unique financial circumstances. No two financial plans are the same which is why Rob expertly navigates his clients through the following areas of financial planning to include: investments, asset management, insurance, tax shelter planning, estate planning and his newest additional succession planning. Ideally Rob concentrates on working directly with business owners to bring value to their financial success and partners with CPA’s and local Attorneys to bring a collaborative view.
Rob resides in Belleair with his wife Holly and two children Allie and Austin. He volunteers on boards and non-profit organizations in the area.